Skip to content
Disclosery

Compass Wealth Management LLC: FDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Wealth Management LLC on FDX, newest first. How the timeline and the estimate are built.

Compass Wealth Management LLC held 10,970 FDX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,970 shares
    Change vs previous 13F -315 shares

    0.65% of the 13F portfolio, value $3,435,037.

    13F-HR 0001965653-26-000003 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,285 shares
    Change vs previous 13F -546 shares

    0.99% of the 13F portfolio, value $4,019,492.

    13F-HR 0001965653-26-000002 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,831 shares
    Change vs previous 13F -230 shares

    0.85% of the 13F portfolio, value $3,417,503.

    13F-HR 0001965653-26-000001 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,061 shares
    Change vs previous 13F -951 shares

    0.64% of the 13F portfolio, value $2,844,105.

    13F-HR 0001965653-25-000009 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,012 shares
    Change vs previous 13F -577 shares

    0.7% of the 13F portfolio, value $2,957,758.

    13F-HR 0001965653-25-000006 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,589 shares
    Change vs previous 13F -190 shares

    0.84% of the 13F portfolio, value $3,312,727.

    13F-HR 0001965653-25-000004 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,779 shares
    Change vs previous 13F -270 shares

    0.93% of the 13F portfolio, value $3,876,447.

    13F-HR 0001965653-25-000001 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,049 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,844,931.

    13F-HR 0001965653-24-000007 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).